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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
4801	WFA Wells Financial Advisors Framingham, Massachusetts	$40K	-$81.2K	1	0.04%	Reduced
4802	EP Elkhorn Partners Omaha, Nebraska	$36K	+$37.8K	1	0.02%	New
4803	PLU Performa Ltd (US) Charleston, South Carolina	$34K	+$8.38K	8	0.03%	Increased
4804	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$28K	-$407K	2	0.03%	Reduced
4805	PAMI Perseverance Asset Management International George Town, Cayman Islands	$28K	+$44.7K	1	0.01%	New
4806	LGWM Litman Gregory Wealth Management Larkspur, California	$17K	$0	2	0%	Maintained
4807	RG Redmile Group San Francisco, California	$15K	$0	1	0%	Maintained
4808	LCM LH Capital Markets New York	$14K	-$20.1M	1	0%	Reduced
4809	TFA Transamerica Financial Advisors St. Petersburg, Florida	$12K	-$1.26K	9	0.29%	Reduced
4810	WCMNY Westchester Capital Management (New York) Valhalla, New York	$12K	-$19.3M	1	0%	Reduced
4811	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$10K	+$549	1	0%	Increased
4812	HFS Horizon Financial Services Winston Salem, North Carolina	$7K	+$6.36K	2	0.01%	Increased
4813	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$6K	-$902K	1	0%	Reduced
4814	LPC Lion Point Capital New York	$3K	$0	1	0%	Maintained
4815	IAM Infusive Asset Management New York	$1K	+$151	1	0%	Increased
4816	AIA Arcadia Investment Advisors Eagle, Idaho	$691	$0	1	0%	Maintained
4817	3LCM 3D/L Capital Management Hartford, Connecticut	$0	-$10.7M	0	–	Closed
4818	6CM 683 Capital Management New York	$0	-$345K	0	–	Closed
4819	AL AJO LP Philadelphia, Pennsylvania	$0	-$32.2M	0	–	Closed
4820	AFS Amtrust Financial Services New York	$0	-$107K	0	–	Closed
4821	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$0	-$8.3M	0	–	Closed
4822	AP Atlas Principals Charlotte, North Carolina	$0	-$7.96M	0	–	Closed
4823	APM Avidity Partners Management Dallas, Texas	$0	-$13.6M	0	–	Closed
4824	Azora Capital LP Miami, Florida	$0	-$26.1M	0	–	Closed
4825	BRA Blue Rock Advisors Wayzata, Minnesota	$0	-$6.55M	0	–	Closed